How do I add my contacts to PushSend?

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There are four ways you can add contacts to a list in the List Manager:

  • Import contacts from an .xls, .xlsx, or .csv file
  • Add contacts manually
  • Add existing contacts
  • Add a segment

To import contacts from an .xls, .xlsx, or .csv file:

    1. In the main menu, click the Lists link under List Manager
    2. Select an existing list or create a new list
    3. Click the Add Contact button and select Upload Contacts
    4. Click the Browse link to locate the file of contacts on your hard drive
    5. Locate the file on your local machine and click the Open button
    6. Once your file is uploaded click the Go to Data Mapping button
    7. Review the spreadsheet column names and see if they match to corresponding PushSend fields
    8. If you see any unmatched columns, click the drop-down to select a field name or create a new custom field
    9. Once you have mapped the fields, click the Confirm Mapping button
    10. Under the import conditions select how you want the system to handle duplicate contacts (either update existing contacts or only import new contacts)
    11. Click the checkbox for “I certify that these contacts have given me their permission to send email communications”
    12. Click the Start Import button
    13. When the import is completed, click the Ok button
    14. You will be directed to your List with the newly imported contacts

If any contacts in your import already exist in your list, they will not be imported again. They will be updated with any new information.

You can also pre-format your spreadsheet file prior to uploading it to prevent having to map the columns. Make sure to label your column headings to match PushSend's standard contact fields, which include:

  • Email Address
  • First Name
  • Last Name
  • Title
  • Company
  • Address
  • Address 2
  • City
  • State/Region
  • Country
  • Zip/Postal Code
  • Phone Number
  • Fax Number

In addition, make sure that the first row of your spreadsheet or file isn't left blank; each contact has its own row; and each column includes a single piece of information.

To manually add a contact to a list: 

  1. In the main menu, click the Lists link Under List Manager
  2. Select an existing list or create a new list
  3. Click the Add Contact button and select Add Manually
  4. The Contact Details pop-up will be displayed
  5. Enter the contact’s information in the provided fields
  6. Click the checkbox with the following message: “This contact has given me permission to add him/her to this list.”
  7. Click the Save button
  8. The contact should now appear in your list

To add existing contacts to a list:

  1. In the main menu, click the Lists link under List Manager
  2. Select an existing list or create a new list
  3. Click the Add Contact button and select Add Existing Contact(s)
  4. Search for a contact by name, email or company
  5. Select the desired contact(s) and click the Apply button
    • You can search for and select as many existing contacts as you need
  6. When you’ve found all your desired contacts click the Add button
  7. The contact(s) should now appear in your list

To add a segment to a list:

  1. In the main menu, click the Lists link under List Manager
  2. Select an existing list or create a new list
  3. Click the Add Contact button and select Add Segment
  4. Select the source for the segment (All lists or specific lists)
  5. Select how you want to segment (by adding the all contacts on the list(s) or applying criteria)
  6. If you choose to add all the contacts on the list(s), then click the Add button and your segment will be saved to your list
  7. If you select to apply criteria, you can select specific criteria to segment your contacts
    • Choose your rule (match all criteria or match any of the criteria)
    • Select the criteria from the drop down (email address, company, state, country, etc.)
    • Click the Add New Criteria link to add more criteria
    • When you have selected all your criteria, click the Apply button and your segment will be created
    • Click the Show Details link to view all the contacts in your segment
    • Then click the Add button to add your segment to the list
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